Principle, M&A (Transaction Tax)

About the Role

This role is focused on M&A and transaction tax within the Bangalore office.

Key Responsibilities

• Client Delivery
• Involved in drafting and reviewing deliverables such as reports, proposals, advice, opinions, and presentations for clients.
• Identification of available restructuring options based on understanding of the commercial objectives of proposed reorganizations.
• Responsible for identifying and highlighting issues in engagements and presenting potential solutions.
• Undertaking detailed fiscal and regulatory review of proposed reorganizations, evaluating implications of direct tax, company law, SEBI, FEMA, stamp duty, accounting, and commercial aspects.
• Review of transaction documents such as business transfer agreements, share purchase agreements, subscription agreements, trust deeds, and asset sale/purchase agreements.
• Responsible for implementing scheme of arrangement (merger/demerger/capital reduction), including drafting schemes, applications, petitions, and notices, and attending NCLT hearings.
• Undertaking buy-side/sell-side tax due diligence of the Target Company.
• Responsible for drafting documents for corporate actions including issuance of securities and buy-backs.
• Support in pitching for new clients by undertaking detailed studies to identify possible restructuring ideas/opportunities.
• Assist in knowledge management, contributing information to knowledge sharing tools, and sharing knowledge and experience.
• BD Support
• Draft and prepare proposals & pitch presentations.
• Evaluate potential business acquisition areas.
• Assist principals/partners in preparing strong pitching ground to acquire new business.
• Evaluate potential business acquisition areas and possible additional service expansion opportunities.
• Identify leads from external and existing clients.
• Grow industrial knowledge and scope to enhance services to existing clients.
• Draft engagement letters accurately.
• Manage end-to-end invoicing process, including follow-ups for outstanding amounts and tracking payment status.
• Research & Technical Opinions
• Execute exhaustive research for clients in line with their expectations, using external market data and internal portals.
• Undergo regular technical trainings and knowledge sharing sessions within the team.

Requirements & Tech Stack

• Experience in M&A & transaction tax or Corporate tax advisory.
• Expected to be aware of business, economic, and regulatory developments relevant to clients.
• Sufficient knowledge of Company Law, SEBI, FEMA, and other relevant corporate laws.

Qualifications

• Experience in M&A and transaction tax or Corporate tax advisory.
• Knowledge of Company Law, SEBI, FEMA, and other relevant corporate laws.
• Skills: technical trainings/ knowledge sharing, engagement letters drafting, FEMA knowledge, proposals, restructuring options, SEBI knowledge, asset sale/purchase agreements, technical opinions, FEMA, company law, commercial objectives, sell-side due diligence, business development, presentations, business law knowledge, research and analysis, proposals & pitch presentations drafting, scheme of arrangement, tax structuring, transaction tax advisory, business acquisition, knowledge sharing, transaction documents review, company law knowledge, restructuring options identification, identification, mergers & acquisitions, SEBI, research, restructuring, M&A, direct tax, lead identification, regulatory review, reports, accounting implications, proposal drafting, regulatory compliance, transaction tax, financial analysis, management, tax due diligence, drafting corporate documents, corporate tax advisory, knowledge management, deliverable drafting, research execution, tax, reviewing, share purchase agreement, drafting, client delivery.